Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 203.33

+0.5%

12:00 PM EST

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To: The Phoenix who wrote (43622)	4/10/1998 3:15:00 PM
From: gbh	Read Replies (1) of 61433

Gary, which competition has been on a tear? COMS, NN, BAY; no. CSCO yes. Devil changes his tune whichever way the wind blows. You talk of earnings being manipulated. Maybe used to be that way with ASND, I think no longer. Had they wanted to this quarter, we could have seen more revenue recognition and another penny. Remember, its your company, CSCO, that underpromises and overdelivers (and I love them for it). ASND, IMO is trying to emulate CSCO in this respect. The 2nd half growth will be there, and the street knows it. Long CSCO (since '94) and ASND (actually CSCC).

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